SLEDGE AND COMPANY WEALTH ADVISORS, LLC
Legal name: SLEDGE AND COMPANY WEALTH ADVISORS
CRD #336314 SEC #801-132809 HIGH POINT, NC 336-889-3013
SEC Registered
Total AUM
$163.8M
Discretionary
$163.8M
Employees
3
Clients
0
Accounts
393
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SLEDGE, JAMIE, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| SLEDGE, JAMIE, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| SLEDGE, JAMIE, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| SLEDGE, JAMIE, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| SLEDGE, JAMIE, DAVID | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Sep 18, 2025 REGISTERED
Notice Filings (1)
NC
Address
115 W. STATE AVENUEHIGH POINT, NC 27262
United States
Phone: 336-889-3013